
Andrew
934 posts






this is cool i’d love to do something like this in vancouver, a 24/7 cafe for builders anyone interested?









293 NEW MINES NEEDED BY 2030 🛢️THIS IS NOT AN OIL GLUT STORY The energy transition does not face excess supply. It faces structural mineral scarcity. 🔋 What Battery Demand Requires By 2030: • 61 new #copper mines • 52 #lithium mines • 31 natural graphite mines • 29 rare earth mines • 28 nickel mines 🟠 Copper Gap • Current supply 22.9m tonnes • Additional required 3.7m tonnes That is a 16% increase on today’s base! Permitting timelines 10–15 years. Ore grades... Declining. Capex Rising📈 Copper does not scale like shale oil. 🟢 Lithium Gap • +1.2m tonnes required Lithium projects face: • Water constraints • ESG scrutiny • Processing bottlenecks • Chinese refining dominance The constraint is build speed 🛢️ Oil markets debate surplus. Metals do not work that way. You cannot bring 61 copper mines online in 2 years. There is no mineral equivalent of a Permian surge. If projects do not accelerate: • Mineral inflation returns • EV margins compress • Grid expansion slows • Energy transition timelines slip This is a structural investment gap. Fossil fuels face demand uncertainty. Critical minerals face supply constraints. Different cycles and Different risks. The transition narrative focuses on demand. The real bottleneck is geology and permitting. If you want to understand which companies are positioned to win this supply race and where capital is flowing next, I break down the top opportunities in my newsletter. Don’t miss it and Subscribe, link in the below comments





Vancouver mayor submits motion to cut back on some climate bylaws for the sake of affordability dailyhive.com/vancouver/vanc…




Letters to The Vancouver Sun: Adversarial relationship between mayor's office and health authority serves no one well vancouversun.com/opinion/letter…

Vancouver renters are finally getting relief because we’re building more homes and removing the barriers that drive costs up. That’s not by accident; when you make it faster and easier to build, rents stop climbing and start coming down. See my full statement below:















